Your Financial Team
Partnering to help you reach your financial goals.
On a long journey that's bound to include some unexpected twists and turns, it helps to have guides along the way. And not just one guide, but a team of wealth professionals with a deep understanding and experience to navigate the challenges you might encounter – and uncover unseen opportunities.
We bring together a team of financial professionals to provide the advice you’ll need to identify your goals and map out the best path to get you there. And we provide a personalized online portal to make it easy for you to collaborate with us anytime, anywhere.
When you work with Key Private Bank, your team will include a:
Your Relationship Manager coordinates all of the activities needed to manage your wealth. Some of these activities include helping you define your goals and objectives, connecting you to our extensive resources, expertise and solutions, and collaborating with your other advisors as needed. Your Relationship Manager manages the overall development and implementation of your total wealth plan and keeps you informed along the way.
Your Wealth Advisor will work with you to develop an initial overall strategy that is aligned with your priorities and objectives. He or she will coordinate with your Financial Planner to develop recommendations for you, along with partnering with all of your financial team to implement your wealth plan.
Your Financial Planner will help you to establish and prioritize your goals and provide the expertise to form recommendations and strategies to accomplish your objectives. He or she will help organize all the components of your financial life to provide the framework for making wise financial decisions.
Your Portfolio Manager's objective is to grow, protect and preserve your wealth. Your Portfolio Manager will work with you to create a customized portfolio to optimize tax strategies, generate appropriate income and maintain your desired level of risk. He or she will facilitate regular investment reviews to ensure your portfolio is in line with your objectives and your overall financial plan.
Your Trust Officer can provide a review of your current estate documents, help craft an effective estate plan and advise you in important areas, such as titling of assets, gifting strategies and transfer of wealth to the next generation. Key Private Bank can also serve as a Corporate Trustee and provide Trust Administration for your estate.